Aegis Wealth Management’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Hold
5,116
0.26% 61
2025
Q1
$437K Sell
5,116
-82
-2% -$7.01K 0.26% 64
2024
Q4
$394K Buy
+5,198
New +$394K 0.27% 58